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CWGCX vs TEGRX
CWGCX vs TEGRX Comparison
Open Charts CWGCX vs TEGRX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
Templeton Growth R
Price$25.21
Change-$1.02 (-3.89%)
VolumeN/A
Net Assets8.19B
CWGCX vs TEGRX Comparison Chart
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CWGCX vs. TEGRX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWGCX is a Buy and TEGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. TEGRX (8.19B). TEGRX pays higher dividends than CWGCX: TEGRX (1.01) vs CWGCX (0.93). CWGCX was incepted earlier than TEGRX: CWGCX (24 years) vs TEGRX (23 years). CWGCX (1.49) is less costly to investors than TEGRX (1.28). TEGRX is a more actively managed with annual turnover of: 43.43 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than TEGRX: CWGCX (250) vs TEGRX (1000). CWGCX annual gain was more profitable for investors over the last year : -0.53 vs. TEGRX (-1.45). CWGCX return over 5 years is better than : 64.18 vs. TEGRX (59.42).
| CWGCX | TEGRX | CWGCX / TEGRX | |
| Total Expense Ratio | 1.49 | 1.28 | 116% |
| Annual Report Gross Expense Ratio | 1.49 | 1.28 | 116% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 0.700 | 1.785 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 8.19B | 1,503% |
| Annual Yield % from dividends | 0.93 | 1.01 | 92% |
| Returns for 1 year | -0.53 | -1.45 | 37% |
| Returns for 3 years | 9.63 | 13.27 | 73% |
| Returns for 5 years | 64.18 | 59.42 | 108% |
| Returns for 10 years | 37.61 | 14.03 | 268% |
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